Link Account

This page provides users to link Account with the corresponding Sage X3 Customer record.

Once accounts get linked, the user can see real time information of that particular linked ERP customer in Salesforce. Also, user can create Sales order for that linked account and promote into Sage ERP X3.

To Link Account, please follow the below steps:

  • Log in to your Salesforce Org.

  • Go to the “GUMU Settings” app.

  • Click on the “Link Account” module.

The user can filter the Account name to find any specific account by entering the “From Account Name” and “To Account Name” fields.

Click on the “Get List” button to get the linked Accounts/Customer list as shown in the screen below and click on the link button.

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